Duties and responsibilities of this role
- Underwriting of new and renewal business, adhering to the required underwriting and procedural requirements including relevant processing
- Processing new business, endorsements, cancellations, broker changes, and renewals on Aladdin and sending out policy documentation
- Maintaining lapsed and cancellations spreadsheet
- Follow up on new business and renewals, including handling of renewal procedure (reminders, hold covers and policy period extensions)
- Involvement in, and contribution to, underwriting and technical discussions
- Liaising with intermediaries, other departments, principals and auditors
- Investigation and resolution of internal and external queries
- Reporting where required
- Assistance with projects including broker functions and other marketing initiatives
- Ad hoc projects relating to the Fiduciary workflow
- Maintaining relationships with brokers/service providers
- Broker visits, training and meetings (which may require travel) and co-ordination of such
- Researching material related to product lines and producing articles for publication in various industry publications.
- Assist in the promotion of the Company and its reputation in the market
- Understand the role and fiduciary duties required
- Understand and operate within mandate, treaty and any other relevant requirements
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